stay with us. andrew ross sorkin is a columnist with "the new york times," whose book is out in paperback. it is called "too big to fail," about saving the financial system and themselves on wall street. good to have you back, sir. >> thank you for having me, tavis. tavis: of course, we all know that the president tomorrow is giving a speech. given what he had to say just days ago, yesterday, in fact, in milwaukee, what do we expect the president to say tomorrow? >> i think he is going to lay out a plan around how to spur business investment, how do we gain the economy's story back again, and he is going to be talking about infrastructure, how to build railroads, have jobs where people can get back to work, in the middle of america, that is what this is going to be about. he is also going to be talking about are indeed, research and development, a tax credit that is going to be made available -- but talking about are in d -- r&d. i think everyone will agree in the last several months, confidence is